Courtney Rowan

With digitization being a necessity to meet customer expectations in an increasingly digital world, the financial industry needs to embrace their local and relationship building “roots.” Banks need to identify relevant solutions and strategies to bring the warmth of the in-person to the digital experience.

Listen to finance leaders discuss the importance of how to evaluate new features that can help build a deeper relationship with their customers.

• Understanding which aspects of physical banking interactions should be translated into digital
• Prioritizing and testing your UX for ease of use and accessibility
• Using data and transactional history to best understand customers’ needs and offer them the right product at the right time
• Identifying the best moments to implement self-service (i.e. digitally depositing a check, etc) versus when to offer more in depth discussions and support (i.e. preparing for college loans, readying for retirement, etc.)